Thomas Robert Rosenbaum P.O. Box *****
720-***-**** Honolulu, HI
ad1f7x@r.postjobfree.com 96830
Education:
University of Denver; Sturm College of Law Graduation Class 2022
Master of Taxation
University of Denver; Daniels College of Business Graduation Class 2021
Master of Accountancy
Valuation Track
Indiana University; Kelley School of Business Graduation Class 2014
Bachelor of Science in Business
Accounting & Finance – double major
Related Experience:
Full Time Lecturer – Hawaii Pacific University; Honolulu, HI
Fall 2023
Learned to use LMS (Blackboard) to assign homework and keep track of student progress
Participated in designing curriculum to maintain AACSB accreditation and uphold academic standards
Professor of financial accounting, managerial accounting, and business math for undergrad and MBA students
Tax Resolution Specialist – Tax Relief Services; Honolulu, HI
Summer 2023
Used Lacerte to complete various tax returns (current year, prior years, individual, trust)
Represented clients using practitioner hotline to discuss details with IRS and Hawaii Department of Revenue
Studied to become an enrolled agent underneath other enrolled agents and Hawaii’s only non-attorney USTCP
Tax Accountant – James Jennings CPA, Inc; Honolulu, HI
Spring 2023
Worked for Mr. Jennings by doing individual tax preparation (mostly schedule C clients)
Taught myself to use CCH ProSystems fx with limited support
Was the only tax help to Mr. Jennings for the season
VITA Site Coordinator – IRS; Denver, CO
Spring 2022
Trained students to pass certification tests in order to volunteer with the program
Quality reviewed prepared returns for volunteers and maintained site compliance with IRS regulations
Attended site coordinator meetings in order to become the site coordinator for the University of Denver
Added first law student volunteers in addition to the accounting students from the accounting fraternity, Beta Alpha Psi
Law Clerk Externship – GreenspoonMarder; Denver, CO
Spring 2022
Assisted Partner with performing legal research and writing for tax controversy cases
Helped paralegals with IRS forms and documents for clients, especially cannabis businesses with 280E issues
Observed how to construct and draft partnership agreements and write other memos to state auditors and federal agents
Staff Accountant – Holben, Hay, Lake, Balzer CPAs LLC; Denver, CO
Spring 2017
Performed various administrative activities using SurePrep online tax binder software
Prepared taxes for various clients, including personal property tax returns for Denver Metro counties
Entered journal entries in QuickBooks online, updated books to year end for tax preparation to be completed
Leadership & Interests:
Started first chess club at Indiana University Bloomington in a decade and raised $1,500 in equipment funds
Former Vice President of Accounting Club at Indiana University Purdue University Indianapolis
First student at the University of Denver to simultaneously pursue Master of Accountancy and Master of Taxation
Dog walker at Dumb Friends League and former service dog reader to children at Woofs and Books
Vice President of Community Service for Beta Alpha Psi at University of Denver
Winner of $2,500 autumn 2020 merit-based tuition scholarship by COCPA society trustees & Plante Moran Foundation
Recipient of the Student Bar Association Outstanding Legal Masters Student for the 2021-2022 school year